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Macco Financial Group

GREEN BAY, WIfiles as Macco Financial Group, Inc.

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$154m in 22 US stocks at the end of 30 June 2026. The top 10 are 91.0% of the money. It changed about 18.8% of the portfolio this quarter.

Value
$154m
Stocks
22
Top 10 share
91.0%
Turnover
18.8%

What changed this quarter

New

Bought for the first time this quarter.

Added

Bought more of a stock they already held.

  • Spdr Series TrustSPYM
    36.2% of the fund
    +26%
  • Spdr Index SHS FDSSPDW
    11.4% of the fund
    +9%
  • Spdr Series TrustSPYG
    10.0% of the fund
    +86%
  • Vanguard Index FDSVTV
    7.6% of the fund
    +48%
  • J P Morgan Exchange Traded FJMEE
    7.0% of the fund
    +30%
  • Innovator Etfs TrustBAPR
    4.9% of the fund
    +26%
  • Pgim ETF TRPULS
    1.8% of the fund
    +129%
  • Vanguard Index FDSVOO
    1.1% of the fund
    +12%
  • Vanguard Whitehall FDSVYM
    0.7% of the fund
    +81%
  • Ishares TRIWD
    0.4% of the fund
    +51%
  • American Centy ETF TRAVUV
    0.4% of the fund
    +70%

Cut

Sold some of their stake.

  • Ishares TRIEFA
    4.7% of the fund
    -38%
  • Ishares TRIWM
    4.4% of the fund
    -32%
  • Vanguard Index FDSVO
    2.6% of the fund
    -11%
  • Innovator Etfs TrustZALT
    2.3% of the fund
    -6%
  • Vanguard Specialized FundsVIG
    1.6% of the fund
    -85%
  • Spdr Series TrustBIL
    1.6% of the fund
    -17%

Sold out

Sold their entire stake.

  • Vanguard Scottsdale FDSVGIT
    -100%

Holdings

  • Spdr Series TrustSPYM
    Share
    36.2%
    Value
    $56m
    Shares
    633,400

    +26%

  • Spdr Index SHS FDSSPDW
    Share
    11.4%
    Value
    $17m
    Shares
    347,222

    +9%

  • Spdr Series TrustSPYG
    Share
    10.0%
    Value
    $15m
    Shares
    129,904

    +86%

  • Vanguard Index FDSVTV
    Share
    7.6%
    Value
    $12m
    Shares
    53,513

    +48%

  • J P Morgan Exchange Traded FJMEE
    Share
    7.0%
    Value
    $11m
    Shares
    138,964

    +30%

  • Innovator Etfs TrustBAPR
    Share
    4.9%
    Value
    $8m
    Shares
    141,289

    +26%

  • Ishares TRIEFA
    Share
    4.7%
    Value
    $7m
    Shares
    74,181

    -38%

  • Ishares TRIWM
    Share
    4.4%
    Value
    $7m
    Shares
    22,612

    -32%

  • Vanguard Index FDSVO
    Share
    2.6%
    Value
    $4m
    Shares
    49,042

    -11%

  • Innovator Etfs TrustZALT
    Share
    2.3%
    Value
    $3m
    Shares
    103,128

    -6%

  • Pgim ETF TRPULS
    Share
    1.8%
    Value
    $3m
    Shares
    57,413

    +129%

  • Vanguard Specialized FundsVIG
    Share
    1.6%
    Value
    $2m
    Shares
    10,243

    -85%

  • Spdr Series TrustBIL
    Share
    1.6%
    Value
    $2m
    Shares
    26,321

    -17%

  • Vanguard Index FDSVOO
    Share
    1.1%
    Value
    $2m
    Shares
    2,453

    +12%

  • Vanguard Index FDSVXF
    Share
    0.8%
    Value
    $1m
    Shares
    4,983

    Held

  • Vanguard Whitehall FDSVYM
    Share
    0.7%
    Value
    $1m
    Shares
    7,211

    +81%

  • Ishares TRIWD
    Share
    0.4%
    Value
    $678,319
    Shares
    2,798

    +51%

  • American Centy ETF TRAVUV
    Share
    0.4%
    Value
    $573,147
    Shares
    4,594

    +70%

  • Bank FirstBFC
    Share
    0.2%
    Value
    $322,216
    Shares
    2,172

    Held

  • Vanguard Whitehall FDSVYMI
    Share
    0.2%
    Value
    $273,487
    Shares
    2,785

    New

  • Wells Fargo & CompanyWFC
    Share
    0.1%
    Value
    $214,864
    Shares
    2,600

    New

  • BroadwindBWEN
    Share
    <0.1%
    Value
    $101,430
    Shares
    21,000

    Held

Over time and by industry

Value over time

Dec '25
 
Jun '26

Value is up 32.3% since 31 December 2025.

Where the money is

Financial services0.3%
Materials0.1%
Other99.6%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.